Delighted + Email + Insightly integration
Use Autopilot to create journeys that use the Delighted, Email and Insightly integrations.
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Marketing Automation ideas to integrate Delighted, Email and Insightly.
Add Insightly Opportunity to Send Email to Send Delighted NPS Survey
Email Activity to Send Delighted NPS Survey to Assign Insightly Owner
Email Activity to Send Email to Send Delighted NPS Survey
Email Activity to Check Delighted NPS Response to Update Insightly Contact Field
Delighted NPS Response to Check Email Status to Update Insightly Contact Field
Delighted NPS Response to Assign Insightly Task to Send Email
Insightly Opportunity Status Change to Send Delighted NPS Survey to Send Email
Email Activity to Assign Insightly Task to Send Delighted NPS Survey
Delighted NPS Response to Send Delighted NPS Survey to Send Email
Email Activity to Update Insightly Contact Field to Send Delighted NPS Survey
Delighted NPS Response to Check Email Status to Create Insightly Project
Insightly Opportunity Status Change to Send Email to Send Delighted NPS Survey
Email Activity to Check Delighted NPS Response to Create Insightly Project
Insightly Contact Field Change to Send Delighted NPS Survey to Send Email
Check Insightly Opportunity Stage to Check Delighted NPS Response to Send Email
Add Insightly Opportunity to Check Delighted NPS Response to Send Email
Insightly Opportunity Status Change to Check Delighted NPS Response to Send Email
Delighted NPS Response to Assign Insightly Owner to Send Email
Delighted NPS Response to Check Email Status to Assign Insightly Owner
Check Insightly Opportunity Stage to Send Email to Send Delighted NPS Survey
Showing 20 journey ideas for Delighted, Email and Insightly
About the Delighted integration
With Delighted send NPS surveys and automate follow up to promoters and detractors. Delighted is the easiest and most beautiful way to measure customer happiness. Are your customers delighted? The fastest and easiest way to gather actionable feedback from your customers. Delighted uses the Net Promoter System® to gather real feedback from your customers – in minutes not weeks. No technical knowledge required.
About the Email integration
Send beautiful, responsive and personalized marketing emails. All with drag and drop. Send newsletters, blog posts, webinar invitations, lead nurture emails, drip email sequences and more. You can also use Autopilot for transactional email. Send timely, personalized and professional transactional emails. Send order confirmations, purchase receipts, account updates, system messages, form submission confirmations, cart abandonment emails and more. Autopilot supports the Liquid template language. This provides a powerful and flexible way to personalize your emails. Liquid allows you to include dynamic content in your emails. It also allows you to personalize your emails using dynamic logic.
About the Insightly integration
Grow your business faster than ever before by building stronger customer relationships over time, and exceeding expectations every step of the way.
Create your own marketing automation journey
Using Triggers, Actions and Conditions included in the Delighted integration, Email integration and the Insightly integration.
Journey Triggers
Delighted NPS Response
Trigger a journey based on an NPS Response grouped by Promoter, Passive or Detractor.
Email Activity
Add a contact to a journey when they are sent, or interact with (e.g. open or click), any email or a specific email.
Insightly Opportunity Status Change
Add a contact to a journey when the opportunity stage changes in Insightly.
Insightly Contact Field Change
Add a contact to a journey based on a certain value on a contact changing to a specific value.
Check Insightly Contact Field
Check for a specific value in a contact field.
Add Insightly Opportunity
Add a new opportunity against the contact in the journey.
Check Insightly Opportunity Stage
Check the opportunity stage with a true or false outcome.
Conditions
Check Delighted NPS Response
Check the previous NPS response of the contact in the journey.
Check Email Status
Check whether a contact has interacted with an email in a specific way (e.g. opened or clicked it).
Journey Actions
Send Delighted NPS Survey
Send an NPS survey via Delighted to the contact in the journey.
Send Email
Send a contact a personalized marketing or transactional email.
Create Insightly Project
Creates a new project within Insightly.
Assign Insightly Owner
Assigns an owner or round robins ownership to a contact or lead.
Assign Insightly Task
Assigns a task on for a lead or contact.
Update Insightly Contact Field
Updates a field with a certain value associated against a contact in Insightly.
What is Autopilot?
Simple and visual customer journey marketing software you’ll love.
Automate your marketing & grow your business. With Autopilot follow up new leads, nurture existing leads, send messages on every channel and automate your marketing with simple and visual customer journey marketing software. It’s as easy as dragging and dropping Triggers, Actions and Conditions to automate your marketing. Best of all Autopilot integrates and automates the applications you’re already using like Delighted, Email and Insightly.
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